What were your total untaxed portions of pensions?

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This is question 45f on the paper FAFSA.

If you use the IRS Data Retrieval Tool and transfer your information from the IRS into your FAFSA, the answer to this question will be pre-filled and identified as “Transferred from the IRS.” You must subtract rollover amounts from the total.

If the answer to this question is not pre-filled, enter the total amount of untaxed portions of your pensions earned in 2015. If the total is a negative amount, enter a zero (0).

If you filed (or if married, you and your spouse filed a joint tax return):

IRS Form 1040 – Use Lines: 16a minus 16b, and subtract rollover amounts from the total.

IRS Form 1040A – Use Lines: 12a minus 12b, and subtract rollover amounts from the total.

If you and your spouse filed separate tax returns, use the table below to calculate your untaxed portions of pensions.

If you filed a… …and your spouse filed a… Then enter the following:
1040 1040 Subtract the total of lines 16b from the total of lines 16a. Then subtract all rollover amounts from the remainder.
1040 1040A For the 1040 - Subtract line 16b from line 16a, then subtract all rollover amounts from the remainder.
For the 1040A - Subtract line 12b from line 12a. Then subtract all rollover amounts from the remainder.
Add the total remainders from the 1040 and 1040A and enter the amount.
1040A 1040A Subtract the total of lines 1b from the total of lines 12a. Then subtract all rollover amounts from the remainder.
1040A 1040 For the 1040A - Subtract line 12b from line 12a. Then subtract all rollover amounts from the remainder.
For the 1040 - Subtract line 16b from line 16a, then subtract all rollover amounts from the remainder.
Add the total remainders from the 1040 and 1040A and enter the amount.

If you or your spouse will file a federal tax return, but have not yet filed, estimate the amount that will appear in the lines noted in the table above.

Note: The line number references above are from the IRS tax form, not from the W-2 form.

Round to the nearest dollar and do not include commas or decimal points.

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